Jay is a relatively new member of our analyst team, but he brings with him a wealth of experience and knowledge, with a specific focus on the High Yield bond market. He has particular expertise in credit analysis, trading, and portfolio construction, all within the Investment Grade and High Yield credit markets. Jay is also very strong in accounting, financial statement analysis and modelling, and client communication, a very useful array of skills.
His approach to research and analytics involves a bottom-up strategy, as opposed to the macroeconomic alternative. He uses three main pillars when evaluating companies and their finances: the business model, cash flow, and the capital structure of the bonds. These play an integral part in the analysis and evaluation process, and this structured approach also ensures that Jay’s research and recommendations are consistent.
